OUR TEAM

* indicates shareholder

LEADERSHIP COMMITTEE

DaveFulton2021

DAVID C. FULTON, JR., CFA*

Chairman & Chief Executive

Carl J. Tippit, CFA*

President

Trent M. Meyerhoefer*

Chief Financial Officer

Gregory P. Althans, CPA/PFS, CFP®*

Vice Chairman, Head of Wealth Strategy

BradKnapp2021

Bradley D. Knapp, CFA, CAIA*

Executive Managing Director, Private Client and Trust Services

Michael P. Shebak III*

Senior Managing Director and Head of Institutional Consulting

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Satricia A. Rice, JD, CFA, CIMA®*

Senior Managing Director and Head of Private Client Group

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Svetlana M. Loshakov, CFA*

Head of Investments, Senior Managing Director

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Aneet P. Deshpande, CFA*

Chief Investment Strategist, Senior Managing Director

MikeMoss2021

Michael J. Moss, CFP®*

Senior Managing Director, Integration and Special Projects

Research & Investment Management

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Svetlana M. Loshakov, CFA*

Head of Investments, Senior Managing Director

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Aneet P. Deshpande, CFA*

Chief Investment Strategist, Senior Managing Director

Allen W. Dengler

Head of Portfolio Management, Director

Daniel Meges*

Senior Managing Director, Research

JAMES D. AWAD

Senior Managing Director

Joseph D. Boushelle, CFA, CAIA*

Senior Managing Director, Alternatives

Thomas M. Seay*

Senior Managing Director, Research

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Andrew Burger, CFA

Director, Portfolio Management

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Haley J. Schubert, CFA

Director, Portfolio Management

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Mike McLelland, CFA, CAIA

Senior Analyst, Research

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Michael G. Kuebler

Analyst, Research

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Adam Felten

Senior Portfolio Manager

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John Rodriguez

Associate Portfolio Manager

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Konstantin Goldberg

Associate Portfolio Manager

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Michael S. Fedeli

Associate Portfolio Manager

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Steve Drum

Associate Portfolio Manager

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Sydney P. Van Scoy

Associate Portfolio Manager

Kimberly D. Trnavsky

Alternatives Investment Specialist

SueWitalis2021

Susan E. Witalis

Trader

INSTITUTIONAL CONSULTING GROUP

Michael P. Shebak III*

Senior Managing Director and Head of Institutional Consulting

Adam J. Blake, AIF®*

Senior Managing Director

Anthony M. Saracusa, CIMA®*

Senior Managing Director

Brian K. Hrabak, CFA*

Senior Managing Director

Grant B. Guyuron, CFA*

Senior Managing Director

JohnColla2021

John F. Colla, CFA*

SENIOR MANAGING DIRECTOR

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Lawrence M. Carone, CFA, CAIA*

Senior Managing Director

Brian T. Wunderle, CFA*

MANAGING DIRECTOR

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Matthew J. Kolenich, CPFA, AIF®

Managing Director

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Joseph T. Adams, CFA

Director

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Bayley E. H. Miozzi

Associate

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John P. Lenehan

Associate

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Kristen Low, CPFA

Associate

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Gareth J. Hannigan

Client Service Associate

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Samantha Karoly

Client Service Associate

KarenBuckley2021

Karen T. Buckley

Institutional Coordinator

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Luz Caraballo

Administrative Assistant

PRIVATE CLIENT GROUP

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Satricia A. Rice, JD, CFA, CIMA®*

Senior Managing Director and Head of Private Client Group

Anthony G. Micheli, CPA*

Senior Managing Director

MikeMoss2021

Michael J. Moss, CFP®*

Senior Managing Director, Integration and Special Projects

Cindy L. Steeb, JD

Senior Managing Director, Trust Administration Services

Gregory P. Althans, CPA/PFS, CFP®*

Vice Chairman, Head of Wealth Strategy

David A. McClearn, CFA*

Senior Managing Director

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David J. Rubis, CPFA, AIF®*

Senior Managing Director

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Eileen Burkhart, CFP®, AIF®*

Senior Managing Director

GregLonczak2021

Gregory Q. Lonczak, CFP®*

Senior Managing Director

James R. Pruce, CFP®, CPA*

Senior Managing Director

JohnMarino2021

John Marino, CFP®, CPA*

Senior Managing Director

Maureen Leneghan, CPA, CFP®*

Senior Managing Director, Financial Planning

MichaelDearden2021

Michael S. Dearden, ATP®*

Senior Managing Director

MichaelDearden2021

SCOTT P. SNOW, CPA, CFP®, CIMA*

Senior Managing Director

Theodore J. Robbins, CPA , CFP®*

Senior Managing Director

Tracy A. Jemison, II*

Senior Managing Director

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Andres Arsuaga, CFA

Managing Director

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Jonathan A. Watts, CPA*

Managing Director

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Chris Berben, CFP®

Director, Private Client Group

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Joseph Baranek, CFP®

Director, Private Client Group

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Tom Kotick

Director, Trusts & Estates

James T. Thomas, CPA

Director, Tax

Lisa M. Chavez, CPA

Director, Tax

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Jeff Cornelius

Client Services Manager

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Adam T. Clare, CPA, CFP®

Senior Associate

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Bryse D. Cirjak, CFP®

Senior Associate

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Debra Richards

Senior Associate

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Doug Wiedemann, CPA, CFP®

Senior Associate

Emily C. Hajec

Senior Associate

Gina G. Gurganus, CFP®

Senior Associate

Teresa A. LaCorte, CPA

Senior Associate

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Becca Rak

Planning Associate

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Christine Trunk

Planning Associate

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Constance Allen

Planning Associate

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Daniel C. Francy

Planning Associate

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Dylan C. Gardner

Planning Associate

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Emily Keller

Planning Associate

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Jacinto T. Cuellar

Planning Associate

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Jessica G. Martin

Planning Associate

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Kaila M. Unger

Planning Associate

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Kiana Woodgett

Planning Associate

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Max Zarick, CPA

Planning Associate

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Nimita Naik, CFP®

Planning Associate

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Samantha Sutton

Planning Associate

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Kaitlyn Hartburg

Family Office Professional

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Angela Bitting

Senior Client Service Associate

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Allison E. Schaefer

Senior Client Service Associate

Kimberly A. Herbst

Senior Client Service Associate

Peggy E. Shalala

Senior Client Service Associate

Sheena Paulic

Senior Client Service Associate

Susan A. Svenson

Senior Client Service Associate

Tricia Cindric

Senior Client Service Associate

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Alexandra Bair

Client Service Associate

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Chris Markley

Client Service Associate

Laurie Johns

Client Service Associate

Luke Sommer

Client Service Associate

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Chelsea Enslow

Client Operations Coordinator

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Beatrice Cooper

Administrative Assistant, Tax

Administration

Steven F. Wolken*

Chief Compliance Officer

DennisKasper2021

Dennis M. Kasper*

Senior Managing Director, Information Technology

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Kathleen Thompson, PMP*

Senior Managing Director, Finance

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Jane F. Battes, SPHR*

Senior Managing Director, Human Resources

Jennifer D. Lucas

Office Administrator

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Heather K. Hughes

HR Generalist | Recruiter

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Edward Mielcarek

Director, Information Technology

MonicaFletcher2021

Monica A. Fletcher

Senior Associate, Marketing

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Mysha Bryan

Associate, Corporate Development

Shereen H. Abuzahriyeh

Associate, Information Technology

Amber N. Coletta

Senior Business Analyst

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Daniel J. Usay

Business Analyst

ErinGray2021

Erin D. H. Gray

Business Analyst

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Sarah Richter, CPA

Senior Staff Accountant

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Kim Kozak

Accountant, Finance

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Lauren Simonski

Staff Accountant

Devra G. Woodard

Receptionist

REPORTING AND OPERATIONS

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Bianca L. Friscan*

Senior Managing Director, Operations

Mitchel H. Green

Director, Institutional Operations

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Claudia N. Kerchenski

Private Client Reporting Operations Coordinator

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Jessica Ackermann

Institutional Reporting Operations Coordinator

Sandra J. Wallenhorst

Senior Associate, Reporting

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Benjamin L. DeHaan

Performance Analyst

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David Mooney

Performance Analyst

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Kyle Shuki

Performance Analyst

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Mark R. Cleary

Performance Analyst

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Nate Rearick

Performance Analyst

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Jacob Stefko

Associate Performance Analyst

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TJ Conway

Reporting Associate

Bonny L. Constantino

Database Coordinator

Maureen A. Berthelot

Database Coordinator

FIND YOUR CLARITY

Clearstead is structured to put client’s interests first through our fee-only advisory model. Clearstead is independent and believes this is central to providing objective advice to its clients.

Clearstead is an institutional investment consulting and private wealth management firm. We are relentless in providing financial solutions so clients can exceed their aspirations and build legacies for their families, organizations, communities, and themselves.

LEGAL STATEMENT

PRIVACY POLICY

CONTACT US

1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114
216-621-1090

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